Pre On-Site Inspection Questionnaire
Please download this form if you are having an on-site inspection performed on your office by CSI. Please complete the form and fax it to CSI at 732-335-5744.
Records Needed for On-site Inspection
Please download this form if you are having an on-site inspection performed on your office by CSI. We request that you have these records available upon the CSI representative’s arrival to your office for the on-site inspection.
Commodity Trading Advisor Disclosure Document Questionnaire
Please download this questionnaire and complete the questionnaire with as much information possible based on your current operations. Upon completing the questionnaire, please fax the completed questionnaire at 732-335-5744.
Company Start Up Form
If you have retained CSI to legally organize your company in a particular state, please download and fully complete the form. Upon completing the form, please fax it to CSI at 732-335-5744.
Commodity Pool New Limited Partner Form
If you have retained CSI to compile the financial statements for commodity pools that you operate, please download and complete this form for each limited partner. Upon completing the forms, please fax the forms to CSI at 732-335-5744.

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